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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,077 | $111,830-78.5% | $93,696-74.3% | $145,884-83.5% |
| Participation rate | 61.1% | 74.2%-13.1pp | 68.7%-7.6pp | 80.3%-19.2pp |
| Annual return | 4.33% | 204.08%-199.7pp | 133.74%-129.4pp | 551.85%-547.5pp |
| Employer contribution / active EE | $2,214 | $3,093-28.4% | $2,422-8.6% | $4,662-52.5% |
| Participant deferral / active EE | $4,527 | $4,920-8.0% | $4,417+2.5% | $6,690-32.3% |
| Admin fee / account holder | $17,426 | $10,249+70.0% | $8,287+110.3% | $13,392+30.1% |